Tutorial: Azure Active Directory integration with Procore SSO
In this tutorial, you learn how to integrate Procore SSO with Azure Active Directory (Azure AD).
Integrating Procore SSO with Azure AD provides you with the following benefits:
- You can control in Azure AD who has access to Procore SSO
- You can enable your users to automatically get signed-on to Procore SSO (Single Sign-On) with their Azure AD accounts
- You can manage your accounts in one central location - the Azure Management portal
If you want to know more details about SaaS app integration with Azure AD, see What is application access and single sign-on with Azure Active Directory.
To configure Azure AD integration with Procore SSO, you need the following items:
- An Azure AD subscription
- A Procore SSO single-sign on enabled subscription
To test the steps in this tutorial, we do not recommend using a production environment.
To test the steps in this tutorial, you should follow these recommendations:
- You should not use your production environment, unless this is necessary.
- If you don't have an Azure AD trial environment, you can get an one-month trial here.
In this tutorial, you test Azure AD single sign-on in a test environment. The scenario outlined in this tutorial consists of two main building blocks:
- Adding Procore SSO from the gallery
- Configuring and testing Azure AD single sign-on
Adding Procore SSO from the gallery
To configure the integration of Procore SSO into Azure AD, you need to add Procore SSO from the gallery to your list of managed SaaS apps.
To add Procore SSO from the gallery, perform the following steps:
In the Azure Management Portal, on the left navigation panel, click Azure Active Directory icon.
Navigate to Enterprise applications. Then go to All applications.
Click Add button on the top of the dialog.
In the search box, type Procore SSO.
In the results panel, select Procore SSO, and then click Add button to add the application.
Configuring and testing Azure AD single sign-on
In this section, you configure and test Azure AD single sign-on with Procore SSO based on a test user called "Britta Simon".
For single sign-on to work, Azure AD needs to know what the counterpart user in Procore SSO is to a user in Azure AD. In other words, a link relationship between an Azure AD user and the related user in Procore SSO needs to be established.
This link relationship is established by assigning the value of the user name in Azure AD as the value of the Username in Procore SSO.
To configure and test Azure AD single sign-on with Procore SSO, you need to complete the following building blocks:
- Configuring Azure AD Single Sign-On - to enable your users to use this feature.
- Creating an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
- Creating a Procore SSO test user - to have a counterpart of Britta Simon in Procore SSO that is linked to the Azure AD representation of her.
- Assigning the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
- Testing Single Sign-On - to verify whether the configuration works.
Configuring Azure AD single sign-on
In this section, you enable Azure AD single sign-on in the Azure Management portal and configure single sign-on in your Procore SSO application.
To configure Azure AD single sign-on with Procore SSO, perform the following steps:
In the Azure Management portal, on the Procore SSO application integration page, click Single sign-on.
On the Single sign-on dialog, select Mode as SAML-based Sign-on to enable single sign on.
On the Procore SSO Domain and URLs section, the user does not have to perform any steps as the app is already pre-integrated with Azure.
On the SAML Signing Certificate section, click Metadata XML and then save the XML file on your computer.
Click Save button.
On the Procore SSO Configuration section, click Configure Procore SSO to open Configure sign-on window. Copy the SAML Entity ID and SAML Single Sign-On Service URL from the Quick Reference section.
To configure single sign-on on Procore SSO side, login to your procore company site as an administrator.
From the toolbox drop down, click on Admin to open the SSO settings page.
Paste the values in the boxes as described below-
a. In the Single Sign On Issuer URL box, paste the SAML Entity ID copied from the Azure portal.
b. In the SAML Sign On Target URL box, paste the SAML Single Sign-On Service URL copied from the Azure portal.
c. Now open the Metadata XML downloaded above from the Azure portal and copy the certficate in the tag named X509Certificate. Paste the copied value into the Single Sign On x509 Certificate box.
Click on Save Changes.
After these settings, you needs to send the domain name (e.g contoso.com) through which you are logging into Procore to the Procore Support team and they will activate federated SSO for that domain.
Creating an Azure AD test user
The objective of this section is to create a test user in the Azure Management portal called Britta Simon.
To create a test user in Azure AD, perform the following steps:
In the Azure Management portal, on the left navigation pane, click Azure Active Directory icon.
Go to Users and groups and click All users to display the list of users.
At the top of the dialog click Add to open the User dialog.
On the User dialog page, perform the following steps:
a. In the Name textbox, type BrittaSimon.
b. In the User name textbox, type the email address of BrittaSimon.
c. Select Show Password and write down the value of the Password.
d. Click Create.
Creating a Procore SSO test user
Please follow the below steps to create a Procore test user on their side.
Login to your procore company site as an administrator.
From the toolbox drop down, click on Directory to open the company directory page.
Click on Add a Person option to open the form and enter perform following options -
a. In the First Name textbox, type user's first name like Britta.
b. In the Last name textbox, type user's last name like Simon.
c. In the Email Address textbox, type user's email address like BrittaSimon@contoso.com.
d. Select Permission Template as Apply Permission Template Later.
e. Click Create.
Check and update the details for the newly added contact.
Click on Save and Send Invitiation (if an invite through mail is required) or Save (Save directly) to complete the user registration.
Assigning the Azure AD test user
In this section, you enable Britta Simon to use Azure single sign-on by granting her access to Procore SSO.
To assign Britta Simon to Procore SSO, perform the following steps:
In the Azure Management portal, open the applications view, and then navigate to the directory view and go to Enterprise applications then click All applications.
In the applications list, select Procore SSO.
In the menu on the left, click Users and groups.
Click Add button. Then select Users and groups on Add Assignment dialog.
On Users and groups dialog, select Britta Simon in the Users list.
Click Select button on Users and groups dialog.
Click Assign button on Add Assignment dialog.
Testing single sign-on
In this section, you test your Azure AD single sign-on configuration using the Access Panel.
If you want to test your single sign-on settings, open the Access Panel. For more details about the Access Panel, see Introduction to the Access Panel. When you click the Procore SSO tile in the Access Panel, you should get automatically signed-on to your Procore SSO application.